Filed November 5, 2018 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $33,864 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,666 | $58,879-61.5% | $178,490-87.3% | $73,488-69.2% |
| Participation rate | 47.0% | 66.2%-19.2pp | 81.9%-34.9pp | 70.7%-23.6pp |
| Annual return | 16.33% | 24.86%-8.5pp | 151.07%-134.7pp | 28.51%-12.2pp |
| Employer contribution / active EE | $217 | $2,236-90.3% | $5,011-95.7% | $2,270-90.4% |
| Participant deferral / active EE | $1,238 | $2,567-51.8% | $5,202-76.2% | $3,740-66.9% |
| Admin fee / account holder | $21 | $400-94.7% | $13,984-99.8% | $513-95.9% |